Реалист Lab
Daily research on real estate, AI, investments and markets. Every figure opens the document it came from.
Review No. 1 · 1 Nov 2026
The Capital Map
$1.53 trillion of loans comes due. Who buys, and what.
Review · Oct 2026
Who CRE is hiring
Vacancies by role and metro across the US.
Скоро
AI · 2 Nov
AI inside the investment committee
Which underwriting steps firms moved to AI.
Review No. 3 · 3 Nov 2026
The refinancing wall, metro by metro
Where the loans are, where they hurt, where they cannot refinance.
Review · Banks · 4 Nov
Banks over the CRE line
264 US banks, $283 billion, state by state.
Ratings · 4 Nov
Metro Ratings, Q4 2026
Distress against rent growth, 15 US metros.
Review · Jobs and homes · 6 Nov
Homes for every job
Permits against jobs added in 12 big states.